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American Century Balanced Instl Fund (ABINX)

Fund performance review and position details on American Century Balanced Instl Fund (ABINX)

    Last Trade: $ on , Change: (0%)

American Century Balanced Instl Fund (ABINX) HighlightAmerican Century Balanced Instl Fund (ABINX) Fund Summary

American Century Balanced Instl Fund (ABINX) statistics as of May 30, 2016

Category: Allocation--50% to 70% Equity
Fund Family: American Century Investments
Net Asset: $811.16M
Yield: 1.68%
Year-to-Date Return: 2.88%
Morningstar rating: 4

 

American Century Balanced Instl Fund (ABINX) CostAmerican Century Balanced Instl Fund (ABINX) Cost

American Century Balanced Instl Fund (ABINX) various investment related cost

Initial Investment: 5,000,000
Total Expense Ratio (Allocation--50% to 70% Equity average): 0.70% (0.85%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 94.00%

 

American Century Balanced Instl Fund (ABINX) PerformanceAmerican Century Balanced Instl Fund (ABINX) Performance

Most current American Century Balanced Instl Fund (ABINX) Performance

1-month Performance (Allocation--50% to 70% Equity category median performance): 1.12% (0.73%)
3-month Performance (Allocation--50% to 70% Equity category median performance): 5.91% (6.47%)
1 Year Performance (Allocation--50% to 70% Equity category median performance): -1.38% (-1.86%)
3 Year Performance (Allocation--50% to 70% Equity category median performance): 6.10% (5.29%)
5 Year Performance (Allocation--50% to 70% Equity category median performance): 7.61% (5.94%)
Number of Years of positive return: 11 years
Number of Years of negative return: 4 years
3 year Alpha (Allocation--50% to 70% Equity category average): 1.51 (0.36)
3 year Beta (Allocation--50% to 70% Equity category average): 0.96 (1.03)
3 year Sharpe Ratio: 0.85
3 year Treynor: 6.26

American Century Balanced Instl Fund (ABINX) topholdingTop Stock Holdings in American Century Balanced Instl Fund (ABINX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Apple Inc.1.99%0.00%
Alphabet Inc.1.96%0.00%
Microsoft Corporation1.84%0.00%
Amazon.com, Inc.1.19%0.00%
Exxon Mobil Corporation Common 1.1%0.00%
Cisco Systems, Inc.1.06%0.00%
US Treasury Note 1.625%1.02%N/A
FNMA1%N/A
International Business Machines0.98%0.00%
Merck & Company, Inc. Common St0.96%0.00%
*Note: The price change will reset to 0 after the midnight

 

American Century Balanced Instl Fund (ABINX) Portfolio AllocationAmerican Century Balanced Instl Fund (ABINX) Fund Portfolio Allocation

American Century Balanced Instl Fund (ABINX) Fund Portfolio Allocation data as of 03/2016

Stock58.2%
Bond39.12%
Cash1.91%
Other0.72%

 

American Century Balanced Instl Fund (ABINX) CompareCompare with other Allocation--50% to 70% Equity category mutual funds

Below are some additional Allocation--50% to 70% Equity mutual funds generated out of our database

Fund1 Year3 year5 year
American Century Balanced Instl-1.386.107.61
American Funds American Balanced R6 (RLBGX)3.328.289.60 Compare
Thrivent Balanced Income Plus I (IBBFX)-0.556.376.46 Compare
Pioneer Classic Balanced Y (AYBLX)-2.026.897.06 Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

American Century Balanced Instl Fund (ABINX) PerformanceOther Financial Data Web Sites on American Century Balanced Instl Fund (ABINX)

Addition research sites for American Century Balanced Instl Fund (ABINX)

 

American Century Balanced Instl Fund (ABINX) Related ResourcesSee more information on American Century Balanced Instl (ABINX) Fund

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